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Avity Investment Management Inc.

● SEC registered since 1970CRD 104623SEC# 801-6449Greenwich, CT
Export (members)
Reg. AUM
$1.86B
Employees
8
Accounts
796
Location
Greenwich, CT

Avity Investment Management Inc. assets under management

Avity Investment Management Inc. is a registered investment adviser overseen by the SEC based in Greenwich, CT. The firm has been registered since 1970. It reports $1.9 billion in regulatory assets under management and employs 8 people.

Avity Investment Management Inc. owners & executives

3 reported
NameTitleOwnershipSince
Christopher D Ward ControlVice President, Principal, & Chief Compliance Officer10-25%2025
Edward Charles Long ControlExecutive Vice President & Secretary25-50%2005
Howard Park Duncan ControlPresident & Treasurer25-50%2023

Frequently asked questions

How much does Avity Investment Management Inc. manage?

Avity Investment Management Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Avity Investment Management Inc. have?

Avity Investment Management Inc. reports 8 employees.

Where is Avity Investment Management Inc. located?

Avity Investment Management Inc. is based in Greenwich, CT and has been SEC-registered since 1970.

Does Avity Investment Management Inc. disclose fund performance?

Avity Investment Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address80 Field Point Rd., Greenwich, CT 06830-6416
Phone203-629-2800
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.86B
Non-discretionary$0
Total (RAUM)$1.86B